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Arkadios Wealth Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Arkadios Wealth Advisors’s Portfolio DWX Stock Details DWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-34
Closed -$1K – 1909
2021
Q2 		$1K Hold
34
– – ﹤0.01% 1894
2021
Q1 		$1K Hold
34
– – ﹤0.01% 1571
2020
Q4 		$1K Buy
+34
New +$1.2K ﹤0.01% 1306

Other funds holding DWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Arkadios Wealth Advisors's DWX Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2021, closing a stake of 34 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in DWX in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 146 funds tracked by Wall St. Rank hold DWX as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 34 State Street SPDR S&P International Dividend ETF shares in Q3 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's State Street SPDR S&P International Dividend ETF position peaked at $1K in Q2 2021.
  • 146 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.